+2,981.5%
MUU vs BROS
-35.3%
+3,016.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.7% | +10.9% | +11.3% |
| 7D | +17.4% | -6.7% | +24.0% | +20.4% |
| 30D | +24.0% | -29.1% | +53.0% | +39.8% |
| 3M | -23.9% | -16.7% | -7.2% | -22.1% |
| 6M | +284.4% | -11.6% | +296.0% | +288.2% |
| YTD | +583.7% | -23.9% | +607.6% | +637.4% |
| 1Y | +2,981.5% | -34.8% | +3,016.3% | +3,173.4% |
| All | +2,981.5% | -35.3% | +3,016.8% | +3,173.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BROS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling